Ethan enjoys working with clients as an advisor and helping with their ongoing financial planning needs. He joined the Marion Wealth Management team in October 2019, after spending two years in Corporate Finance in Chicago, Illinois. He holds a Bachelor of Arts degree in Finance from Lake Forest College, where he graduated Cum Laude and as a member of the Dean's List. Ethan also studied abroad at the London School of Economics and Political Science in London, UK, with a focus on Economic History.
Ethan has completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program from the College of Financial Planning and has held the CFP® designation since August 2021. He is an Accredited Investment Fiduciary® (AIF®) and is licensed as a PA Life and Property & Casualty Insurance agent.
Ethan is currently a part-time MBA candidate at the Katz Graduate School of Business at the University of Pittsburgh. He lives in Pittsburgh with his wife, Maddie, and their dog, Mercer. In his free time, Ethan enjoys playing golf and spending time with family and friends.